Skip to main content
HomeChoose an account › Transferring to TD Direct Investing

Transferring to TD Direct Investing

Why TD Direct Investing?

We’re an award winning execution only share dealing and investing provider. Access a fast, secure and easy to use online trading platform at a competitive price. With innovative tools to develop your unique investing strategy and resources to build knowledge and sharpen skills, we can help you make your own informed investment decisions.

Yorkshire & Humber Impact Award winner

YourMoney Awards 2014

  • Best Online Stocks & Shares ISA Provider 2014
Best Online Share Dealing Provider 2014

YourMoney Awards 2014

  • Best Online Share Dealing Provider 2014

I have been very impressed with the recent handling of my transactions online and appreciate the website updates

Bob Haville, Epsom, Surrey


The key is only to invest in companies and sectors you truly understand - and that's why TD Direct Investing is such a helpful partner.

Andrew Pearson, London


TD Direct Investing works for me because it makes it very easy to make my own decisions by providing all the information I need on its website.

Justin James, London

The service at their London (Holborn) Investor Centre is always very helpful and efficient. We are always warmly welcomed.

C W Kirkby, Bromley, Kent

Great reasons to transfer

Online share dealing from as little as £5.95 for UK stocks (when you average 20 or more trades per month). View our competitive rates and charges

Trust and Security; We hold over £5 billion of stock and cash assets securely for our customers. We're also part of the TD Bank Group, the 2nd biggest bank in Canada and one of biggest in North America.

We've been one of the UK's leading share dealing and investing providers since 1997. With a wide range of investment options including UK & International equities, AIM stocks, Funds, ETFs & Bonds

Friendly, helpful UK support teams - Helping you get the most out of your TD account or place a trade.

You can manage you portfolio whenever, wherever, with our iPad, desktop and smartphone platforms.

Easily manage and consolidate your portfolio in one place with our TD Trading, TD Trading ISA and TD SIPP accounts

Trade on UK and International markets and have access to live free stock quotes, plus our range of free tools.

Transferring to us

Transferring your shares and funds, ISAs or SIPPs to us is easy. If you already have an account with us, just complete the appropriate form for the type of transfer you wish to make and we'll do the rest. Not with TD Direct Investing yet? Take a look at our accounts that we provide, apply and once your account is up and running, you can start transferring your assets.

Select an account

How to transfer

Important Information

We provide an execution only dealing service, where you make your own investment decisions. The value of your investments and the income derived from them can go down as well as up, so you may not get back all the money you put in.

It's also important you know that during the transfer process there may be a period of time when you'll be unable to sell your assets, how long this takes will depend on how complex the transfer is. However, we have a dedicated team who will ensure that your transfer is as fast and efficient as possible and you'll receive regular updates throughout the process.

If you’re unsure about whether or not transferring is right for you, you should speak to an independent financial advisor.

Transfer existing Shares and Funds

Transfer your existing shares and Funds held outside of an ISA or SIPP with another broker into your Trading Account.

ISA Transfers

Transfer existing cash or stocks and shares ISAs to your TD Trading ISA..

Deposit Certificates

Transfer holdings that you have a paper share certificate for into your Trading Account

Transferring SIPP's

For information on transferring your SIPP, Click learn more below.

Tools to help you invest

Trade and manage your portfolio on the move with our free iPad and smartphone apps, for both iOS and Android.

You can use the TD Direct Investing for iPad app to access and trade on your accounts, see the value of your investments and view your cash balances.

Track your transfer

Transferring your shares and funds from another broker is easy. We've enhanced our online service by making it easier to track the status of your investment and cash transfers from other providers.

Fund Selector

Intuitive and easy to use, the Fund Selector is a powerful tool that can help you sort over 1,600 funds into a personalised selection.

NatWest Brokerline & RBS Direct Trader

NatWest Brokerline customers

On 08/07/2014 National Westminster Bank Plc sold its interest in NatWest Stockbrokers Ltd (the provider of your BrokerLine services) to The Toronto-Dominion Bank Group.

What you need to do?

RBS Direct Trader Customers

On 08/07/2014 RBS sold its interest in NatWest Stockbrokers Ltd (the provider of your Direct Trader services) to The Toronto-Dominion Bank Group.

What you need to do?

Still can't find what you're looking for?

Call us

0845 607 6002

Monday-Friday 07:30-21:00
Saturday 09:00-15:00

Write to us

Customer Resolution,
TD Direct Investing (Europe) Limited
Exchange Court,
Duncombe Street,
Leeds, LS1 4AX
or send us an email

Visit our Investor Centre

Holborn, London
Monday-Friday 08:30-17:00

View our Investor Centre page

Top 3 TD clients' UK Buys and Sells

Week commencing Monday 21st July 2014

  Top 3 Client Buys Top 3 Client Sells
See all Top Buys and Sells

The Top Ten Buys and Sells should not be taken as a recommendation to buy or sell any particular bond or stock, and it is not intended to offer any form of advice. Instead it is simply an indication of the general buying and selling trends amongst some TD clients, observed during the period stated.

Copyright © TD Direct Investing (Europe) Limited. All rights reserved.

The value of your investments can go down as well as up. You may not get back all the funds you invest.

Brokerage Services provided by TD Direct Investing (Europe) Limited (a subsidiary of The Toronto-Dominion Bank). Incorporated in England and Wales under registration number 2101863. Registered office: Exchange Court, Duncombe Street, Leeds, LS1 4AX, United Kingdom. Authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS, United Kingdom (Financial Services Register Firm Reference Number 141282), member of the London Stock Exchange and the ICAP Securities and Derivatives Exchange. VAT Registration No. 397103051.

Banking Services provided by TD Bank N.V. incorporated in the Netherlands under registration number 33175396 with the Dutch Chamber of Commerce and registered as a branch in England and Wales under branch registration number BR006780 with the Companies House. Details on a) nature of activities and geographical locations, b) number of employees and c) turnover, are disclosed in the Annual Accounts available at the Dutch Chamber of Commerce and the Companies House. Authorised by the Dutch Central Bank (De Nederlandsche Bank – DNB Institution Number 481) and subject to limited regulation by the Financial Conduct Authority and Prudential Regulation Authority (Financial Services Register Firm Reference Number 216791). Details about the extent of our regulation by the Financial Conduct Authority and Prudential Regulation Authority are available from us on request. TD Bank N.V.: +31.(0)20.301.8410

Capital Requirements Directive IV – Country by Country Reporting

During 2013 the UK government enacted legislation (contained in the Financial Services and Markets act 2000 Statutory Instrument 3118) which requires CRD IV regulated institutions to publish the following information:

  • The name, nature of activities and geographical location of the institution and any subsidiaries and branches
  • Turnover
  • The average number employees on a full time equivalent basis

TD Bank N.V., UK Branch falls within the scope of these regulations and accordingly the disclosures for the year ended 31 October 2013 are set out below.

Name Nature of activities Geographical location Turnover (EUR million) The average number employees on a full time equivalent
TD Bank N.V., UK Branch Retail banking services Leeds, United Kingdom 3.1 3

Compensation Arrangements (see also Appendix E of our Terms of Service)

The compensation arrangements applicable to your assets held with us are dependent on where your assets are held. This is set out in the terms of service.

TD Direct Investing (Europe) Limited

Stock held electronically with us is placed in safe custody with a nominee company that has been established for this purpose in accordance with FCA rules. Stock held within the customer's brokerage account is covered by the FSCS. This means that if we are unable or likely to be unable to pay claims against us, customers can apply to the FSCS for compensation.

Cash held within TD Direct Investing is protected as client money and are segregated from firms money. In the event of failure of TDDI then the funds should remain segregated and should be repaid to the client in full. Should any shortfall arise due to discrepancies on distribution then each client will be entitled to make a claim under the FSCS.

Any claim against the stock and cash will be limited to £50,000 per individual. Further information is available on the FSCS website at

Your cash is pooled with those of other clients and deposited with a number of Financial Institutions. The UK deposits are protected under the FSCS to a value of £85,000. In the interests of diversifying the risk we may invest a proportion of the pooled money in a Country outside the UK where we cannot guarantee that the money will be protected by similar Deposit Guarantee Scheme to the FSCS. The FSCS publish some useful material on this matter on

TD Bank NV

Your eligible deposits with TD Bank N.V. are protected up to a total of 100,000 euro by the Dutch Deposit Protection Scheme and are not protected by the UK Financial Services Compensation Scheme. Any deposits you hold above the 100,000 euro limit are not covered. Further information is available on the De Nederlandsche Bank website at

TD may pay the site owner a fee for referred web visits and / or for each account opened, none of these costs will be passed on to you the client. If you would like further details of the payment structure between TD Direct Investing and our Affiliate partners please contact us.